Phillips Insurance Associates, Inc. 401k Plan Final

Phillips Insurance Associates, Inc., Wilmington OH. Employer ID 311398138, plan number 001. Annual reports on file for 2010 to 2021.

Where the money went

Plans that moved money into this one:

Filed 2010-2021Phillips Insurance Associates, Inc. 401k Plan Final, Phillips Insurance Associates, Inc.
EndedPhillips Insurance Associates, Inc. 401k Plan Final ended. Money was paid out, rolled to an IRA, or sent to a state or the PBGC. The distribution records show which.

The plan ended in plan year 2020. When a plan ends, everyone who still has an account must be fully vested in the employer's contributions (Internal Revenue Code section 411(d)(3)). If you left within about five years before that with employer money not yet vested, it may not have been forfeited yet. It is worth asking. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2020: The employer decided to close the plan.
2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2021: The employer decided to close the plan.

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2010	16	—	Filing
2011	17	—	Filing
2012	16	—	Filing
2013	15	—	Filing
2014	16	—	Filing
2015	15	—	Filing
2016	16	—	Filing
2017	15	—	Filing
2018	13	—	Filing
2019	12	—	Filing
2020	11	—	Filing
2021	0	—	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.